Transfer Projects

In Abtrac you can transfer a project from one client to another using the project transfer function.

This feature is most commonly used where:

  • a project has been assigned to an incorrect or duplicate client
  • or where a project managed via a referral/intermediary client can now be¬†managed directly.

It is not possible to merge two projects/jobs belonging to the same client.

This article is for AbtracOnLine, follow this link for the Abtrac 5 version

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